with very little infrastructure. russia defaulted in 1998, who says it can't happen again? i don't think so, but it certainly can happen. >> while the soviet union is no more, russia still has a lot of client states around it. states to which it sends natural resources, and gets natural resources. if it stumbles, lots of places could stumble. >> oh, sure, kazakhstan, the ba baltics, there's a lot of activity that goes between them. so we're really concerned on what is going to happen in the next few days. >> so when you see what happened in u.s. markets today where the dow was off about a percent in the end. it was a rougher day earlier, one almost thinks these days that markets react to everything.